Who owns WisdomTree Earnings 500 Fund?
- Ticker: EPS
- CUSIP Number: 97717W588
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree Earnings 500 Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree Earnings 500 Fund stock
Who bought or sold WisdomTree Earnings 500 Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Fiduciary Trust Company | 1.8M | $138M | -4% | Jun 2026 |
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| LPL Financial | 1.6M | $128M | 8% | Jun 2026 |
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| Morgan Stanley | 890k | $61M | -1% | Mar 2026 |
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| Garrett Wealth Advisory Group | 753k | $59M | 0% | Jun 2026 |
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| Cetera Investment Advisers | 687k | $54M | 4% | Jun 2026 |
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| Private Advisor | 665k | $52M | -4% | Jun 2026 |
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| Integrity Alliance | 563k | $44M | 114% | Jun 2026 |
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| WealthPlan Investment Management | 516k | $40M | 12% | Jun 2026 |
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| CWM | 466k | $32M | 7% | Mar 2026 |
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| Team Financial Group | 457k | $36M | 1% | Jun 2026 |
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| Kestra Advisory Services | 382k | $30M | 36% | Jun 2026 |
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| Financial Gravity Companies | 304k | $24M | 100% | Jun 2026 |
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| Financial Gravity Wealth | 287k | $20M | 4% | Mar 2026 |
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| Ieq Capital | 265k | $21M | 0% | Jun 2026 |
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| Flagship Wealth Advisors | 234k | $18M | 204% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 199k | $16M | 1% | Jun 2026 |
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| Stenger Family Office | 184k | $14M | -4% | Jun 2026 |
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| Bank of America Corporation | 175k | $14M | -8% | Jun 2026 |
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| Jpmorgan Chase & Co | 173k | $13M | 100% | Jun 2026 |
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| Colony | 141k | $11M | 0% | Jun 2026 |
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| Maia Wealth | 120k | $9.3M | 24% | Jun 2026 |
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| Eastern Bank | 117k | $9.1M | 6% | Jun 2026 |
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| Ameritas Advisory Services | 107k | $8.4M | 536% | Jun 2026 |
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| Marietta Wealth Management | 100k | $7.7M | 0% | Jun 2026 |
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| UBS Group | 90k | $7.0M | 3% | Jun 2026 |
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| Creative Planning | 89k | $6.9M | -1% | Jun 2026 |
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| Vista Investment Management | 85k | $6.6M | 0% | Jun 2026 |
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| CFG Asset Management | 82k | $6.3M | 3% | Jun 2026 |
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| TopTier Wealth Management | 80k | $6.2M | 0% | Jun 2026 |
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| Harbour Investments | 78k | $6.1M | 3% | Jun 2026 |
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| Wells Fargo & Company | 76k | $5.9M | -2% | Jun 2026 |
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| Feltz Wealth PLAN | 76k | $5.9M | 80% | Jun 2026 |
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| Citigroup | 72k | $4.9M | 100% | Mar 2026 |
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| Towle & Co | 62k | $4.8M | 60% | Jun 2026 |
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| Jones Financial Companies, L.L | 60k | $4.6M | 19% | Jun 2026 |
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| Goldman Sachs Group | 52k | $4.0M | 29% | Jun 2026 |
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| Prime Capital Investment Advisors | 51k | $3.9M | -1% | Jun 2026 |
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| Integrity Advisory Solutions | 48k | $3.7M | 235% | Jun 2026 |
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| Lowe, Brockenbrough & Company | 46k | $3.6M | 0% | Jun 2026 |
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| Betterment | 44k | $3.4M | -5% | Jun 2026 |
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| Raymond James Financial | 44k | $3.4M | 0% | Jun 2026 |
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| AssuredPartners Investment Advisors | 43k | $3.3M | 0% | Jun 2026 |
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| WealthPoint Financial | 38k | $3.0M | 2% | Jun 2026 |
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| Beacon Financial | 37k | $2.9M | -1% | Jun 2026 |
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| Systelligence | 36k | $2.8M | -75% | Jun 2026 |
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| Pine Valley Investments Ltd Liability | 36k | $2.8M | 26% | Jun 2026 |
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| Rockland Trust | 36k | $2.8M | 0% | Jun 2026 |
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| LongView Wealth Management | 35k | $2.7M | 8% | Jun 2026 |
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| Modera Wealth Management | 35k | $2.7M | 0% | Jun 2026 |
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| Royal Bank of Canada | 31k | $2.4M | 19% | Jun 2026 |
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| Ameriprise Financial | 28k | $2.2M | -57% | Jun 2026 |
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| Chicago Partners Investment | 26k | $2.0M | 5% | Jun 2026 |
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| Daymark Wealth Partners | 24k | $1.9M | 3% | Jun 2026 |
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| Global Retirement Partners | 23k | $1.8M | 12% | Jun 2026 |
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| Advisory Alpha | 23k | $1.8M | -5% | Jun 2026 |
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| Two Sigma Investments | 22k | $1.7M | 100% | Jun 2026 |
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| Envestnet Asset Management | 21k | $1.7M | -1% | Jun 2026 |
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| Ubs Global Asset Management Americas | 21k | $1.6M | 0% | Jun 2026 |
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| Advisor Group Holdings | 21k | $1.6M | -40% | Jun 2026 |
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| FMR | 20k | $1.6M | 5% | Jun 2026 |
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| Sontag Advisory | 18k | $1.4M | 100% | Jun 2026 |
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| GM Advisory | 18k | $1.2M | 4% | Mar 2026 |
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| Holistic Planning | 17k | $1.3M | 10% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 17k | $1.3M | 100% | Jun 2026 |
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| BlackRock | 14k | $1.1M | -1% | Jun 2026 |
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| Beacon Financial Advisory | 14k | $1.1M | -3% | Jun 2026 |
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| Mariner Wealth Advisors | 14k | $1.1M | 24% | Jun 2026 |
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| Herold Advisors | 14k | $1.0M | -7% | Jun 2026 |
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| Savvy Advisors | 13k | $1.0M | 100% | Jun 2026 |
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| Arkadios Wealth Advisors | 12k | $953k | 2% | Jun 2026 |
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| Atria Investments | 12k | $949k | 5% | Jun 2026 |
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| Steward Partners Investment Advisory | 12k | $938k | -1% | Jun 2026 |
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| Summit Financial | 12k | $935k | -10% | Jun 2026 |
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| Centaurus Financial | 12k | $924k | -1% | Jun 2026 |
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| Triad Wealth Partners | 11k | $890k | -1% | Jun 2026 |
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| Mosaic Family Wealth Partners | 11k | $867k | 220% | Jun 2026 |
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| Commonwealth Equity Services | 10k | $796k | 34% | Jun 2026 |
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| Essential Planning | 10k | $779k | -4% | Jun 2026 |
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| Paul Damon & Associates | 10k | $778k | 0% | Jun 2026 |
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| Quartz Partners | 9.6k | $744k | 3% | Jun 2026 |
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| Verus Capital Partners | 9.4k | $733k | 7% | Jun 2026 |
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| Parkside Financial Bank & Trust | 8.8k | $686k | 0% | Jun 2026 |
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| Seek First | 8.8k | $685k | 0% | Jun 2026 |
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| Melone Private Wealth | 8.6k | $672k | -1% | Jun 2026 |
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| Cornerstone Wealth Management | 8.6k | $672k | -1% | Jun 2026 |
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| AQR Capital Management | 8.6k | $672k | 0% | Jun 2026 |
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| Parsons Capital Management | 8.6k | $670k | -4% | Jun 2026 |
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| Institute For Wealth Management | 8.6k | $667k | 0% | Jun 2026 |
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| Concurrent Investment Advisors | 8.5k | $659k | -23% | Jun 2026 |
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| Stifel Financial | 8.2k | $642k | -2% | Jun 2026 |
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| Berger Financial Group | 8.1k | $633k | 0% | Jun 2026 |
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| Bouchey Financial | 7.8k | $608k | 0% | Jun 2026 |
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| Brand Asset Management Group | 7.8k | $607k | -1% | Jun 2026 |
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| E&G Advisors | 7.6k | $594k | 3% | Jun 2026 |
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| Lido Advisors | 7.4k | $575k | -99% | Jun 2026 |
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| Susquehanna International | 7.2k | $563k | -8% | Jun 2026 |
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| Investment Partners Asset Management | 6.7k | $523k | 5% | Jun 2026 |
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| Redwood Financial Network Corp | 6.7k | $520k | 0% | Jun 2026 |
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| United Advisor Group | 6.7k | $518k | 19% | Jun 2026 |
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| Kelman-Lazarov | 6.5k | $505k | 0% | Jun 2026 |
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| Capital Group Private Client Services | 6.4k | $500k | 0% | Jun 2026 |
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| Tower Research Capital | 6.4k | $494k | 100% | Jun 2026 |
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| Mercer Global Advisors | 6.3k | $490k | 88% | Jun 2026 |
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| SWMG | 6.2k | $491k | -9% | Jun 2026 |
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| Belpointe Asset Management | 6.1k | $474k | 26% | Jun 2026 |
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| IFG Advisory | 5.9k | $462k | 100% | Jun 2026 |
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| First Trust Advisors | 5.6k | $436k | 0% | Jun 2026 |
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| Wedbush Morgan Securities | 5.4k | $422k | 15% | Jun 2026 |
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| Branch Banking & Trust Company | 5.4k | $419k | -5% | Jun 2026 |
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| Optima Capital | 5.4k | $416k | 2% | Jun 2026 |
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| Integrated Wealth Concepts | 5.2k | $408k | 16% | Jun 2026 |
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| Strategic Financial Concepts | 5.2k | $408k | -3% | Jun 2026 |
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| Goss Wealth Management | 5.1k | $394k | 0% | Jun 2026 |
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| Mml Investors Services | 5.0k | $388k | 25% | Jun 2026 |
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| Westwood Holdings | 5.0k | $387k | 0% | Jun 2026 |
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| Pnc Financial Services | 4.9k | $385k | 28% | Jun 2026 |
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| IFS Advisors | 4.8k | $373k | -2% | Jun 2026 |
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| Focus Financial Network | 4.8k | $372k | 1% | Jun 2026 |
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| Charter Trust | 4.7k | $367k | 0% | Jun 2026 |
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| Ashton Thomas Securities | 4.4k | $341k | 0% | Jun 2026 |
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| Advisor Resource Council | 4.4k | $343k | 0% | Jun 2026 |
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| Founders Financial Alliance | 4.3k | $337k | 1% | Jun 2026 |
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| Park Avenue Securities | 4.3k | $335k | 8% | Jun 2026 |
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| Advisory Services Network | 4.2k | $329k | 0% | Jun 2026 |
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| Garrett Investment Advisors | 4.2k | $328k | 0% | Jun 2026 |
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| HPM Partners | 4.2k | $324k | 0% | Jun 2026 |
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| CI Private Wealth | 4.2k | $323k | 0% | Jun 2026 |
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| CoreCap Advisors | 4.1k | $322k | 0% | Jun 2026 |
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| AE Wealth Management | 3.9k | $304k | -4% | Jun 2026 |
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| Moller Financial Services | 3.7k | $290k | 0% | Jun 2026 |
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| Cambridge Investment Research Advisors | 3.7k | $289k | -8% | Jun 2026 |
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| Nbc Securities | 3.7k | $289k | 3% | Jun 2026 |
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| Mutual Advisors | 3.6k | $278k | 0% | Jun 2026 |
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| Walkner Condon Financial Advisors | 3.5k | $276k | 0% | Jun 2026 |
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| Umb Bank N A | 3.5k | $274k | 0% | Jun 2026 |
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| Axxcess Wealth Management | 3.5k | $271k | 0% | Jun 2026 |
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| Luts & Greenleigh Group | 3.5k | $269k | 0% | Jun 2026 |
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| Johnson Investment Counsel | 3.4k | $267k | 0% | Jun 2026 |
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| EP Wealth Advisors | 3.4k | $265k | 100% | Jun 2026 |
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| Farther Finance Advisors | 3.3k | $255k | 0% | Jun 2026 |
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| Secured Retirement Advisors | 3.1k | $240k | 0% | Jun 2026 |
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| Apollon Wealth Management | 3.0k | $232k | 0% | Jun 2026 |
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| Peterson Wealth Advisors | 2.9k | $226k | 100% | Jun 2026 |
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| Jane Street | 2.8k | $219k | 100% | Jun 2026 |
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| Signal Advisors Wealth | 2.8k | $216k | -14% | Jun 2026 |
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| RMR Wealth Builders | 2.7k | $210k | 100% | Jun 2026 |
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| TrueNorth | 2.2k | $173k | 100% | Jun 2026 |
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| Nova Wealth Management | 2.0k | $159k | -8% | Jun 2026 |
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| Beacon Investment Advisory Services | 2.0k | $152k | 0% | Jun 2026 |
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| SJS Investment Consulting | 1.7k | $134k | 0% | Jun 2026 |
|
Who sold out of WisdomTree Earnings 500 Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Win Advisors | Mar 2026 | 129k | $8.8M |
| Kmg Fiduciary Partners | Mar 2026 | 25k | $1.7M |
| Citadel Advisors | Mar 2026 | 14k | $958k |
| Western Wealth Management | Mar 2026 | 6.5k | $441k |
| M^T Bank Corporation | Mar 2026 | 5.9k | $404k |
| Independent Advisor Alliance | Mar 2026 | 4.0k | $275k |